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MONUMENT WEALTH MANAGEMENT
Legal name: MONUMENT CAPITAL MANAGEMENT, LLC
CRD 159882File 801-76802
APPROVED
Retail clients
Custody
Filing as of Aug 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$648.4M
Above cohort median (national)
Discretionary AUM
$633.1M
Non-discretionary $15.3M
Clients
239
969 accounts
Employees
11
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 15, 2012
- Principal office
- 1940 DUKE STREET, SUITE 6100, ALEXANDRIA, VA, 22314
- Phone
- 703-504-9600
- Website
- https://x.com/monumentwealth
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $648.4M
- Discretionary AUM
- $633.1M
- Non-discretionary AUM
- $15.3M
- Discretionary accounts
- 897
- Non-discretionary accounts
- 72
- Total accounts
- 969
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 120 | $597.5M |
| Individuals (other than high net worth individuals) | 119 | $50.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.